Wingman Protocol Trades & Construction Product Library
6 tools · 12 printable pages
Complete Kit

Plumber — Complete Professional Bundle

$37

Everything a plumber needs to quote professional, invoice clearly, and grow repeat business

Built for working contractors who need paperwork that closes jobs faster, keeps scope tight, and makes payment conversations easier. This page doubles as the live product overview and the clean print-ready bundle.

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6 specialized toolsProfessionally structured for daily field use.
12 embedded pagesPrint to PDF or keep as your browser-based master copy.
37 dollar bundlePriced below one avoidable change-order mistake.
Trade-ready languageNo generic office template fluff.

Already purchased? Click Print Your Kit below to save the embedded documents as a clean PDF packet.

Sound Familiar?

📞

Customers call you for a “quick quote” and then ghost you after.

🚨

You've done emergency calls that turned into unpaid nightmares.

🧠

Service history for each customer is in your head — risky when you hire help.

What's Inside the Kit

Every template is written to be immediately useful in the real world — with realistic fields, sign-off areas, and enough structure for repeat jobs.

Plumbing Estimate/Bid Sheet

Residential and commercial bid structure with fixtures, labor, materials, and permit fees.

3 printable pages

Plumbing Work Order

Field service form with reported issue, work performed, materials used, and signatures.

1 printable page

Fixture & Rough-In Schedule

Fixture tracking plus rough-in heights and connection notes.

2 printable pages

Plumbing Inspection Checklist

Rough DWV, rough water, and final trim inspection checklists.

3 printable pages

Plumber Invoice

Tax-friendly invoice format separating labor, parts, and pass-through fees.

2 printable pages

Pipe Sizing Quick Reference

DWV fixture units, water supply sizing, and pipe material comparison.

1 printable page

Why Not Just Use a PDF Template?

FeatureOur Interactive KitStatic PDF Templates
Trade-specific languageBuilt for plumber workflows, terminology, and closeout steps.Usually generic wording that still needs heavy editing.
Editable in-browserYes — save, print, and adapt before every job.Usually flat text with no workflow guidance.
Operational coverageEstimate, contract, field forms, invoicing, and closeout in one kit.Often one isolated template at a time.
Client confidenceClear signatures, approvals, and professional layouts.Looks like a reused form instead of a polished system.
Repeat daily useDesigned to become your standard operating paperwork.Good for one-off downloads, weak as a system.

Get Your Plumber Kit Today

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Plumbing Estimate/Bid Sheet

Scope capture & assumptions
Plumber Business Bundle · Wingman Protocol
Page 1 of 3
Quote plumbing work with enough detail that customers can say yes quickly. Separate fixture counts, labor, materials, and permit items so emergency and planned work both look professional.

Project information

FieldEntry
Prepared for________________
Service typeRepair / Remodel / New install
Estimator________________
Bid date________________
Permit required?Yes / No

Client / site

FieldEntry
Customer________________
Job address________________
Water source / pressure note________________
Sewer / septic note________________
Project start target________________
Bid intake & scope definition
Area / phaseNotesIncluded?Client priority
Diagnostic / access notes Yes / NoHigh / Med / Low
DWV rough-in Yes / NoHigh / Med / Low
Water rough-in Yes / NoHigh / Med / Low
Fixture setting / trim Yes / NoHigh / Med / Low
Equipment / water heater / treatment Yes / NoHigh / Med / Low
Permit / inspection / testing Yes / NoHigh / Med / Low
Restoration by others Yes / NoHigh / Med / Low
Site conditions / assumptions

Before pricing

  • Verify access, staging, parking, and working hours.
  • Confirm existing conditions, hidden damage, and utility shutoffs.
  • List owner-supplied materials or specialty fixtures early.
  • Note permit, engineering, HOA, or lender requirements.

Allowance controls

  • Mark every allowance and finish selection still pending.
  • Write pricing validity period before presenting the estimate.
  • Clarify what triggers a change order before work begins.
  • Keep one client-facing copy and one internal pricing copy.
WINGMAN PROTOCOL · wingmanprotocol.com

Plumbing Estimate/Bid Sheet

Detailed pricing worksheet
Plumber Business Bundle · Wingman Protocol
Page 2 of 3
Detailed pricing worksheet
Line itemQty / unitMaterialsLaborSub / equip.Markup %Line total
Mobilization / diagnostic      
Permits / inspection      
Waste / vent rough      
Water distribution rough      
Fixtures / trim-out      
Water heater / equipment      
Sump / ejector / pumps      
Testing / start-up      
Patch / protection allowance      
Contingency / concealed conditions      
Total bid price      
WINGMAN PROTOCOL · wingmanprotocol.com

Plumbing Estimate/Bid Sheet

Commercial terms & client acceptance
Plumber Business Bundle · Wingman Protocol
Page 3 of 3
Clarifications and acceptance

Common exclusions

  • Drywall, tile, cabinetry, and finish restoration unless noted.
  • Existing corroded / failing piping outside listed work area.
  • Municipal tap / utility fees unless listed.
  • Code upgrades to unrelated systems unless noted.

Customer approval

Bid is based on visible conditions and stated fixture counts. Hidden piping conditions, customer-selected upgrades, and utility / sewer authority requirements may require revised pricing.

Customer approval
Plumbing contractor
WINGMAN PROTOCOL · wingmanprotocol.com

Plumbing Work Order

Field service form
Plumber Business Bundle · Wingman Protocol
Page 1 of 1
Service work turns into paid work when the field form is clean. Record the reported problem, what you found, what you installed, and who approved it.

Project information

FieldEntry
Work order no.WO-____
Dispatch date________________
Technician________________
Arrive time________________
Complete time________________

Client / site

FieldEntry
Customer________________
Service address________________
Phone________________
Email________________
Billing typeCOD / Net terms / Warranty
Reported problem / work performed
Problem reportedObserved conditionCorrective work completedArea / fixture
    
    
    
Materials used
QtyMaterial / partModel / sizeUnit priceExtension
     
     
     
     
     
     
     
     
Technician closeout

Field checks

  • Leak checked after repair
  • System repressurized / restored
  • Customer shown repair location
  • Follow-up or estimate needed?

Customer sign-off

Customer acknowledges the work listed above was completed or explained onsite and authorizes billing for the described service.

Technician signature
Customer signature
WINGMAN PROTOCOL · wingmanprotocol.com

Fixture & Rough-In Schedule

Fixture procurement schedule
Plumber Business Bundle · Wingman Protocol
Page 1 of 2
Use one schedule for both purchasing and field verification. It keeps fixture model numbers, rough-in notes, and room assignments aligned.
Fixture schedule
Area / roomFixture typeQtyModel / finishWater / DWV noteSupplierStatus
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
      Ordered / Installed
WINGMAN PROTOCOL · wingmanprotocol.com

Fixture & Rough-In Schedule

Rough-in dimensional notes
Plumber Business Bundle · Wingman Protocol
Page 2 of 2
Rough-in heights and connection notes
Fixture / connectionCenterline / AFFSupply sizeWaste / vent sizeSpecial note
Lavatory    
Kitchen sink    
Toilet flange    
Shower valve    
Tub filler    
Washer box    
Ice maker / fridge    
Water heater    
Hose bibb    
Floor drain    

Rough-in reminders

  • Confirm fixture cutsheet before setting exact valve heights.
  • Coordinate with cabinets, mirrors, and tile layout.
  • Mark shutoffs and access panels on as-builts.

Final verification

  • Model numbers match approved selections
  • Finish / trim kit complete
  • No missing supply lines or escutcheons
WINGMAN PROTOCOL · wingmanprotocol.com

Plumbing Inspection Checklist

DWV rough-in
Plumber Business Bundle · Wingman Protocol
Page 1 of 3
Run this before the rough DWV inspection. Trap arm lengths, venting, cleanouts, and support spacing should already be verified.
DWV rough checklist
ItemPass / Fail / N/AAreaCorrection note
☐ Approved plans / permit onsiteP / F / N  
☐ Pipe slope maintainedP / F / N  
☐ Required cleanouts installedP / F / N  
☐ Trap arms within allowed distanceP / F / N  
☐ Vents sized and connected correctlyP / F / N  
☐ No prohibited fittings in drainageP / F / N  
☐ Fire / draftstopping penetrations sealed as requiredP / F / N  
☐ Test on system maintainedP / F / N  
☐ Protection plates installedP / F / N  
☐ Sleeves / supports installedP / F / N  
☐ Island vent / special vent detail completeP / F / N  
☐ Underslab / underground inspected before coverP / F / N  
WINGMAN PROTOCOL · wingmanprotocol.com

Plumbing Inspection Checklist

Water rough-in
Plumber Business Bundle · Wingman Protocol
Page 2 of 3
Check pressure test, support, and protection before calling for inspection.
Water rough checklist
ItemPass / Fail / N/AAreaCorrection note
☐ Pressure test holdingP / F / N  
☐ Pipe material approved for useP / F / N  
☐ Supports / nail plates installedP / F / N  
☐ Isolation valves located correctlyP / F / N  
☐ Water heater / recirc rough completeP / F / N  
☐ Mixing / tempering valves plannedP / F / N  
☐ Stub-outs protected and cappedP / F / N  
☐ Backflow / vacuum breaker requirements addressedP / F / N  
☐ Hose bibb / exterior lines insulated or protectedP / F / N  
☐ Water hammer arrestors installed where requiredP / F / N  
☐ Fixture spacing coordinated with finishesP / F / N  
☐ Labeling / shutoff identification completeP / F / N  
WINGMAN PROTOCOL · wingmanprotocol.com

Plumbing Inspection Checklist

Final trim and closeout
Plumber Business Bundle · Wingman Protocol
Page 3 of 3
Final trim checklist
ItemPass / Fail / N/AAreaCorrection note
☐ Fixtures installed and securedP / F / N  
☐ Supply stops accessibleP / F / N  
☐ No visible leaks at final testP / F / N  
☐ Water heater venting / drain pan / T&P correctP / F / N  
☐ Caulking / escutcheons completeP / F / N  
☐ Trap primers / floor drains operationalP / F / N  
☐ Customer demo completedP / F / N  
☐ Warranty / manuals deliveredP / F / N  
☐ Final clean completeP / F / N  
☐ Permit final signed offP / F / N  

Correction log

______________________________________________________________

______________________________________________________________

Sign-off

Plumbing contractor
Inspector / owner rep
WINGMAN PROTOCOL · wingmanprotocol.com

Plumber Invoice

Customer billing detail
Plumber Business Bundle · Wingman Protocol
Page 1 of 2
Separate parts from labor for clean customer billing and cleaner bookkeeping.

Invoice details

FieldEntry
Invoice no.INV-____
Invoice date________________
Technician / estimator________________
Work order ref________________
Due date________________

Bill to / job

FieldEntry
Bill to________________
Service address________________
Phone / email________________
Permit ref________________
PO / claim ref________________
Invoice line items
DescriptionQty / unitRateAmount
Diagnostic / service call   
DWV repair   
Water line repair   
Fixture replacement   
Water heater / equipment   
Permit / inspection fee   
Parts / materials   
Tax   
Amount due   
Invoice totals
SummaryAmount
Labor subtotal 
Parts subtotal 
Permit / pass-through 
Tax 
Balance due 
WINGMAN PROTOCOL · wingmanprotocol.com

Plumber Invoice

Payment application & closeout notes
Plumber Business Bundle · Wingman Protocol
Page 2 of 2
Progress billing / application of payments
Cost code / phaseContract amountPrior billedThis invoiceBalance remaining
Mobilization / admin    
Demolition / prep    
Rough work / install    
Finish / trim    
Punch / closeout    
Totals    

Invoice notes

  • Use plain-English descriptions of the service performed.
  • List fixture model numbers for replacements when relevant.
  • Note if water was restored and leak check passed before departure.

Collections / closeout

  • Capture customer approval for any additional work beyond the original call.
  • Keep signed work orders with the invoice for warranty traceability.
  • If billing a management company, include unit / suite and tenant contact.
Remittance & receipt

Invoice should be paired with the service work order and any before/after photos or permit records retained for the file.

Prepared by / contractor
Customer receipt / owner representative
WINGMAN PROTOCOL · wingmanprotocol.com

Pipe Sizing Quick Reference

DWV, water, and material reference
Plumber Business Bundle · Wingman Protocol
Page 1 of 1
Quick sizing reference only. Verify jurisdictional code tables, manufacturer instructions, and actual fixture demand before final design or permit submission.
Residential DWV fixture units (common)
FixtureDFU (private)Trap / branch note
Lavatory11-1/4 or 1-1/2 in. trap
Kitchen sink2Often 1-1/2 or 2 in. branch
Shower22 in. trap and branch common
Bathtub21-1/2 in. trap common
Water closet, tank33 or 4 in. branch / stack
Clothes washer32 in. standpipe branch
Typical domestic water sizing snapshot
Pipe sizeCommon residential useField note
1/2 in.Single fixture branchesCheck developed length and pressure
3/4 in.Bathroom groups / small trunksCommon hose bibb and water heater branches
1 in.Main trunks / multiple fixture groupsWatch pressure drop
1-1/4 in.Larger homes / long runsSizing varies widely by fixture count
Common pipe material comparison
MaterialTypical useProsWatch-outs
CopperInterior hot / cold waterDurable, familiarCost, theft, aggressive water
PEXInterior water distributionFast install, flexibleFitting system consistency, UV limits
PVCDWV / some cold water usesAffordable, easy to cutNot for hot water supply
ABSDWV in some regionsLightweightLocal code acceptance varies
Cast ironNoise control / commercial DWVQuiet and durableWeight, labor intensity
WINGMAN PROTOCOL · wingmanprotocol.com